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Add fields to reports in Report Designer

Created on  | Last modified on 

Summary

I’m using a report that needs to have additional information on it. How can I add another field or information to an existing report using Sage 300 CRE Report Designer?

Resolution

CAUTION: Sage support can't assist with third-party products, hardware, report customizations, or state and federal tax questions. Refer to our Scope of Support for more info. Contact your Sage business partner, network administrator, or accountant for assistance.

Add a field

You’ll need access to the Report Designer module and have a basic knowledge of how to use it to complete these steps. Contact your Sage Consultant or Sage Expert Services (SES) for assistance if you don't have it or know how to use it.

  1. In Report Designer, from the File menu, select Open Design.
  2. Browse to the Report folder location (the default location is \Timberline Office\9.5\Accounting\Report).
  3. Select the report design and click Open.
  4. From the File menu, select Save As.
  5. Enter a modified name, then click Save.
  6. From the View menu, select Field List.
  7. In the body of the design, position the cursor in the location to add the desired field.
  8. From the Field List on the right, double-click the fields you wish to add to the report design.
    • If needed, click Index and select the appropriate record that contains the field you want.
    • Some fields require a formula. See Report Designer help topics for how to create formulas to add to report designs.
  9. If needed, change the Print Controls for your new field and/or add a Conditional Print Area.
  10. Repeat steps 7 through 9 to add more fields.
  11. When done adding fields, go to the File menu and select Save.

See How do I save, add, and print a report design? to add this modified report to your application reports menu.

The field needs totals

If you add a field that needs to have totals, you can remove the existing total lines and add them back to update the totals.

  1. Go to Design and then Totals.
  2. Note the boxes that have check marks.
  3. Clear the check marks for the total lines and close out of Totals.
  4. Go to Design and then Totals.
  5. Check the boxes for the total lines unchecked in Step 3 and noted in Step 2.
  6. Close out of Totals.
  7. Move any total line descriptions if necessary, add any line spacing and verify Print Controls.

 

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